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Everest Group

Name Holding Trade Value Shares
Change
Change in
Stake
SC
451
SRB Corp
Massachusetts
$478K
LWAM
452
Legacy Wealth Asset Management
Minnesota
$470K -$3.48K -9 -0.7%
Creative Planning
453
Creative Planning
Kansas
$467K +$136K +350 +36%
TCM
454
Traynor Capital Management
Pennsylvania
$466K +$38.7K +100 +8%
CFAM
455
Center For Asset Management
Florida
$461K +$505K +1,304 New
EAM
456
Erste Asset Management
Austria
$458K
SI
457
Stephens Inc
Arkansas
$455K -$387 -1 -0.1%
CIP
458
Capital Insight Partners
Arizona
$455K +$213K +551 +75%
Truist Financial
459
Truist Financial
North Carolina
$450K +$41K +106 +9%
DADC
460
D.A. Davidson & Co
Montana
$444K +$4.26K +11 +0.9%
CCM
461
Cinctive Capital Management
New York
$444K -$1.63M -4,207 -77%
CAG
462
Csenge Advisory Group
Florida
$438K +$479K +1,238 New
HNB
463
Huntington National Bank
Ohio
$437K +$3.1K +8 +0.7%
GT
464
Greenleaf Trust
Michigan
$436K +$3.48K +9 +0.7%
IWC
465
Integrated Wealth Concepts
Massachusetts
$429K +$470K +1,214 New
WG
466
Winton Group
United Kingdom
$428K +$11.6K +30 +3%
ACA
467
Atlas Capital Advisors
Wyoming
$415K +$25.2K +65 +6%
CCA
468
Checchi Capital Advisers
California
$414K -$1.16K -3 -0.3%
TMAM
469
Tokio Marine Asset Management
Japan
$407K +$9.68K +25 +2%
CAM
470
Cresset Asset Management
Illinois
$405K +$114K +295 +35%
TRIA
471
Trail Ridge Investment Advisors
Colorado
$402K +$9.68K +25 +2%
APM
472
Advanced Portfolio Management
New York
$397K +$435K +1,123 New
WSC
473
Wellington Shields & Co
New York
$389K
PCS
474
Personal CFO Solutions
New Jersey
$386K +$423K +1,092 New
EGA
475
E&G Advisors
Texas
$382K +$108K +280 +35%